互联网女皇340页AI报告：人工智能趋势报告（双语翻译版）

BONDMay 2025Trends – Artificial IntelligenceBOND 2025 年 5 月趋势 – Artificial Intellig enceTrends – Artificial Intelligence (AI) May 30, 2025Mary Meeker / Jay Simons / Daegwon Chae / Alexander KreyTrends – Artificial Intelligence (AI)2025 年 5 月 30 日Mary Meeker / Jay Simons / Daegwon Chae / Alexander Krey2ContextWe set out to compile foundational trends related to AI. A starting collection of several disparate datapoints turned into this beast.As soon as we updated one chart, we often had to update another – a data game of whack-a-mole…a pattern that shows no sign of stopping…and will grow more complex as competitionamong tech incumbents, emerging attackers and sovereigns accelerates.Vint Cerf, one of the ‘Founders of the Internet,’ said in 1999, ‘…they say a year in the Internet business is like a dog year –equivalent to seven years in a regular person's life.’ At the time, the pace of change catalyzed by the internet was unprecedented. Consider now that AI user and usage trending is ramping materially faster…and the machines can outpace us. The pace and scope of change related to the artificial intelligence technology evolution is indeed unprecedented,as supported by the data. This document is filled with user, usage and revenue charts that go up-and-to-the-right…often supported by spending charts that also go up-and-to-the right.Creators / bettors / consumers are taking advantage of global internet rails that are accessible to 5.5B citizens viaconnected devices; ever-growing digital datasets that have been in the making for over three decades;breakthrough large language models (LLMs) that – in effect – found freedom with the November 2022 launch of OpenAI’s ChatGPT with its extremely easy-to-use / speedy user interface.In addition, relatively new AI company founders have been especially aggressive about innovation / product releases / investments / acquisitions / cash burn and capital raises. At the same time, more traditional tech companies (often with founder involvement) have increasingly directed more of their hefty free cash flows toward AI in efforts to drive growth and fend off attackers.And global competition – especially related to China and USA tech developments – is acute.The outline for our document is on the next page, followed by eleven charts that help illustrate observations that follow. We hope this compilation adds to the discussion of the breadth of change at play – technical / financial / social / physical / geopolitical.No doubt, people (and machines) will improve on the points as we all aim to adapt to this evolving journeyas knowledge – and its distribution – get leveled up rapidly in new ways.Special thanks to Grant Watson and Keeyan Sanjasaz and BOND colleagues who helped steer ideas and bring this report to life. And, to the many friends and technology builders who helped, directly or via your work, and are driving technology forward.We set out to compile foundational trends related to AI. A starting collection of several d